Saved views
Last updated: November 10, 2026
A saved view stores a table setup (filters, sorting and visible columns) so you can reopen it in one click instead of rebuilding it.
Where to find it
Save View sits above the table on pages such as Companies, People, Opportunities and lists.
To load a view, use the Load menu on the same page.
To manage all your views, open Settings → Saved items and select the Views tab.
Save a view
Apply the filters you want, then set the sorting and columns (use Display to choose columns).
Click Save View.
Enter a name.
Choose whether to Include Filters. Leave it off to save only the columns and sorting.
Choose a Visibility:
Private: only you can see it.
Only Invited: you and the people you share it with.
All Members: everyone in your workspace.
Save.
If you've loaded a view and changed it, the button reads Edit view, and you can update the view or use Save as new view.
Manage your views
In Settings → Saved items → Views you can rename, share, duplicate and delete views from each row's actions menu.
Default views (admins)
Admins can choose the view the whole workspace sees by default:
In the save panel, turn on Set as Default View, or
In Settings → Saved items → Views, use the Default switch on the view's row.
Default views can't have filters. A default view sets columns and sorting only, so the Set as Default View switch is unavailable while Include Filters is on, and the Default switch is unavailable for views that include filters.
Credits
Saving, loading and sharing views doesn't use credits.
FAQs
Who can create saved views?
Anyone in the workspace. Only admins can set a default view.
Does sharing a view share the data in it?
No. A view stores configuration only. Each person sees only the records they already have access to.
Why can't I edit a view someone shared with me?
You can only change a shared view if its owner gave you edit access. Use Save as new view to make your own copy.
Why can't I make my view the default?
Either you aren't a workspace admin, or the view includes filters. Save a copy without filters and set that as the default.
What happens if a field in my view is removed?
The view still loads, but filters or columns that no longer exist are dropped. Update the view and save it again.